Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Short Durat (DFSD)
This table provides information about the institutional ownership of Dimensional ETF Tr Short Durat (DFSD) during Q4 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
9.96K+ 42.49% |
$450K - $463K
|
33.4K
$1.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.72K+ 115.18% |
$439K - $452K
|
18.2K
$852K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
9.27KNew |
$419K - $431K
|
9.27K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.02KNew |
$408K - $419K
|
9.02K
$423K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.02KNew |
$407K - $419K
|
9.02K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
8.93KNew |
$403K - $415K
|
8.93K
$419K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.71KNew |
$394K - $405K
|
8.71K
$409K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
8.57KNew |
$387K - $398K
|
8.57K
$402K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
7.32K+ 38.69% |
$331K - $340K
|
26.2K
$1.23M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.15KNew |
$323K - $332K
|
7.15K
$336K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
7.11K+ 134.87% |
$321K - $331K
|
12.4K
$581K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.05K+ 53.18% |
$319K - $328K
|
20.3K
$953K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7KNew |
$316K - $325K
|
7K
$329K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
6.76KNew |
$305K - $314K
|
6.76K
$317K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.61K+ 1.86% |
$299K - $307K
|
362K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.3K+ 1.91% |
$285K - $293K
|
337K
$15.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.08KNew |
$275K - $282K
|
6.08K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.02KNew |
$272K - $280K
|
6.02K
$282K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
5.97K+ 4.47% |
$270K - $277K
|
139K
$6.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.82KNew |
$263K - $271K
|
5.82K
$273K
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.75KNew |
$260K - $267K
|
5.75K
$270K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.05KNew |
$228K - $235K
|
5.05K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.88KNew |
$221K - $227K
|
4.88K
$229K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.52KNew |
$204K - $210K
|
4.52K
$212K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.37KNew |
$197K - $203K
|
4.37K
$205K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
4.35KNew |
$196K - $202K
|
4.35K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 53.96% |
$185K - $190K
|
11.7K
$547K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.89KNew |
$176K - $181K
|
3.89K
$182K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.63KNew |
$164K - $168K
|
3.63K
$170K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 110.48% |
$161K - $166K
|
6.79K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.56K+ 8.3% |
$161K - $165K
|
46.4K
$2.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.42KNew |
$155K - $159K
|
3.42K
$161K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.68K+ 0.61% |
$121K - $125K
|
441K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.39K+ 5.78% |
$108K - $111K
|
43.7K
$2.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.86K+ 30.55% |
$83.9K - $86.3K
|
7.94K
$372K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.85K+ 5.06% |
$83.6K - $86K
|
38.4K
$1.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.8K+ 849.53% |
$81.4K - $83.7K
|
2.01K
$94.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.77KNew |
$79.9K - $82.1K
|
1.77K
$82.9K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
1.57K+ 2.3% |
$70.9K - $72.9K
|
69.9K
$3.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.44K+ 7.16% |
$64.8K - $66.7K
|
21.5K
$1.01M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
913New |
$41.3K - $42.4K
|
913
$42.8K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
913New |
$41.3K - $42.4K
|
913
$42.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
869+ 7.62% |
$39.3K - $40.4K
|
12.3K
$576K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
787+ 6.02% |
$35.6K - $36.6K
|
13.9K
$650K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
600New |
$27.1K - $27.9K
|
600
$28.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
588+ 7.97% |
$26.6K - $27.3K
|
7.97K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
586New |
$26.5K - $27.2K
|
586
$27.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
514+ 5.21% |
$23.2K - $23.9K
|
10.4K
$487K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
509+ 3.28% |
$23K - $23.7K
|
16K
$752K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
507+ 39.55% |
$22.9K - $23.6K
|
1.79K
$84K
|